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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,826 | $101,778-1.9% | $164,975-39.5% | $80,925+23.4% |
| Participation rate | 58.8% | 71.8%-13.0pp | 78.6%-19.8pp | 67.7%-8.8pp |
| Annual return | 8.63% | 16.73%-8.1pp | 70.12%-61.5pp | 35.65%-27.0pp |
| Employer contribution / active EE | $1,162 | $2,954-60.7% | $4,343-73.2% | $2,756-57.9% |
| Participant deferral / active EE | $3,707 | $4,477-17.2% | $6,033-38.6% | $4,299-13.8% |
| Admin fee / account holder | $62,979 | $8,221+666.0% | $12,688+396.4% | $6,940+807.5% |